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Planview Customer Success Center

Selecting Administration Data

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All administration views are selected from the Administration icon ( ) and start with a search screen so that you can locate required data:

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Refer to Searching and Filters for a description of processing here.

At some lists of displayed records, click  next to the column headings then Column Chooser to change the columns displayed:

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Click any field name and drag it to the required position in the Displayed or Available column. Hold down Ctrl to select several columns or Shift for a range. Then click Save to change the displayed columns.

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Click  and Reset to Default to revert to initial settings.

Each record in the search list will generally have actions via  to edit, clone and delete records as well as change the code.